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104 results found

  1. In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters

    In determining a low price the "Determine Low Price-Next 5 Years" box pops up. Would like to see this prepopulated with the last 4 quarters EPS.

    4 votes
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    The trailing twelve months (TTM) EPS is now the default value to populate the ‘Low EPS’ value in the Low Price calculation.
    Users may change their preference setting to use the last annual price or may overwrite the TTM EPS value.
    Regards,
    BetterInvesting

  2. Delete multiple studies at once

    Add the ability to select and delete multiple studies at one time.

    3 votes
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    1 comment  ·  File Manager  ·  Admin →
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  3. 3 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  4. Stop automatic page reversing

    We have two pages of stocks. When updating EACH file on the second page, file manager auto-reverses to page 1. Very annoying to have to "go back" to page 2 after each one.

    3 votes
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  5. PERT problem

    Today Craig Jacobsen and I noticed the Online Portfolio Pert report gave three companies pink flags in sales when the forecast percents were lower than the actual last 1/4 sales. Namely LOW, CMI and FDS. A Toolkit PERT with the same front page forecast had no pink in the sales columns. Perhaps there is a problem with the Online PERT. Check it out if you have time. Thanks.

    3 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  6. Add graphs for portfolio distribution for stock size and sectors

    I would like to see pie charts for portfolio sectors and size.

    2 votes
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    completed  ·  0 comments  ·  SSGPlus  ·  Admin →
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  7. Ability to compare P/Es for peers within Plus and Core

    As with sales and eps growth, ability to see historical valuations of peers

    2 votes
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  8. Separate Notes from the Tools menu

    Please make Notes a top-level menu item and change the word Notes to bold/italic if any notes have been saved, as is done in Toolkit, to remind the user whether notes have been saved.

    2 votes
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  9. Ability to add future years of fundamental data

    Allow the user to add future years or quarters of data to their SSG that is saved online.

    2 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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  10. Reports:

    On the report PDFs: The Diversification Report file name includes the PORTFOLIO name. The Summary and PERT do not, but should (as should ALL report PDFs).

    2 votes
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    completed  ·  0 comments  ·  SSGPlus  ·  Admin →
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  11. Allowing locking of data on an SSG.

    Allowing locking of data on an SSG to prevent accidental updates if more than 1 SSG on a company. Some keep a separate SSG for each addl buy of a co. Locking would prevent accidental updating of that SSG.

    2 votes
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    0 comments  ·  SSGPlus  ·  Admin →
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    User entered data is now locked on a row-by-row basis.
    We advise that all ‘non-changed’ data is kept unlocked so it is automatically updated (upon a user initiated refresh/update) in the case of a stock split.
    Regards,
    BetterInvesting

  12. For the quarterly data display, move the scroll bar to the bottom of the data grid.

    pre-select the bottom of the quarterly data table so the most recent data is immediately in view.

    2 votes
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  13. Under research tab have the sites grouped by type of information being sought.

    For example:
    Research (the heading tab)
    EPS estimates
    ----------------- Yahoo (linked to section with EPS estimates)
    ----------------- Reuter (etc)
    Competitors
    ----------------- Yahoo (linked to section with EPS estimates)

    This would serve to prompt the analyst to go to the better sites to consistently get quality information on the topic of interest.

    2 votes
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  14. FrankWilso@gmail.com

    Warren Buffett states that when he and Charlie buy common stock for Berkshire they approach the transition as if they are buying into a private business. They look at the economic prospects of the business, the people in charge of running it, and the price they must pay. (see The Essays of Warren Buffett by Lawrence A. Cunningham, Second Edition, p 77) BI does good with teaching about how to in economic prospects and if the price is right, but we need more information on management. How do we research that? Thanks.

    2 votes
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  15. Consistency in Data Updates

    The update for data and prices should be in the same order on the "Refresh Portfolio" dialog box on the Portfolio page and the "Refresh Data From Data Service" dialog box on the SSG. Please see attached .pdf.

    2 votes
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  16. Add a graph of 10 years of payout values

    Add a graph in the SSGPlus to see 10 years of payout values

    2 votes
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  17. Fix trying to go to Search after wanting to Abandon Study

    When you are in a new study, decide you want to go back to Search and don't want to save the study, it doesn't Abandon. You have to either save the study, or go the Library in order for Abandon to be accepted.

    1 vote
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  18. 1 vote
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  19. Add a logoff button

    When I log on to SSGPlus I can not locate a logoff button

    1 vote
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    completed  ·  0 comments  ·  SSGPlus  ·  Admin →
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  20. 1 vote
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